accpac simply accounting 9.0 Manual Do Utilizador
Chapter 11: Adding Historical Information
User Guide 11–5
SW9UG 6-11.doc, printed on 1/9/02, at 11:54 AM. Last saved on 1/9/02 11:28 AM.
ACCPAC INTERNATIONAL, INC. Confidential
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ical
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6. If you find any errors, check the Clear Transactions When
Paid box (on the Options tab in the vendor record), then
enter a full payment to clear the invoice. Enter the original
invoice or payment correctly, then clear (uncheck) the Clear
Transactions When Paid box.
enter a full payment to clear the invoice. Enter the original
invoice or payment correctly, then clear (uncheck) the Clear
Transactions When Paid box.
7. Print the Vendor Aged Detail report and keep a copy for
your records.
Adding Customers and Sales History
You can enter information about the amounts each customer
owes you, and any payments they make against each invoice as
of the earliest transaction date. If you do not enter this
information, the program assumes that there are no unpaid sales
invoices.
owes you, and any payments they make against each invoice as
of the earliest transaction date. If you do not enter this
information, the program assumes that there are no unpaid sales
invoices.
We recommend that you enter this information, to have a more
accurate picture of your sales. Follow the steps below for each
customer.
accurate picture of your sales. Follow the steps below for each
customer.
1. Add customer records, as described under “Adding
Customers” in Chapter 13.
2. On the Statistics tab, add the sales totals for the current year
and last year.
Fill in the sales totals for last
year and the year to date.
year and the year to date.
3. On the Historical Transactions tab, click the Invoices button
to add outstanding (unpaid) invoices.